Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 1,829 institutions that hold shares in the stock, with a total of 415 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
13,195
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2024
Added 26.97%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
13,194
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Added 118.37%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
13,106
shares
|
$1.34 Million
2.23% of portfolio
|
Q2 2022
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
13,102
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
13,039
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 08, 2025 Q3 2024 |
13,017
shares
|
$1.33 Million
0.67% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,006
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,995
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Added 21.0%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
12,990
shares
|
$1.33 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,979
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 474.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
12,948
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
12,775
shares
|
$1.31 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,738
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,725
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
12,679
shares
|
$1.3 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
12,655
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
12,538
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,509
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2022
Added 27.79%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
12,494
shares
|
$1.28 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
12,358
shares
|
$1.27 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
12,315
shares
|
$1.26 Million
0.2% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
12,216
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
12,177
shares
|
$1.25 Million
0.55% of portfolio
|
Q1 2024
Reduced 11.38%
|